See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $104,372 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $75,897 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,732 | $39,973-33.1% | $79,550-66.4% | $77,904-65.7% |
| Participation rate | 91.7% | 64.6%+27.1pp | 69.5%+22.2pp | 73.7%+18.0pp |
| Annual return | -13.94% | 3.42%-17.4pp | 0.16%-14.1pp | 12.21%-26.2pp |
| Employer contribution / active EE | $0 | $1,088-100.0% | $2,413-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $2,992 | $2,774+7.8% | $3,985-24.9% | $4,806-37.7% |
| Admin fee / account holder | $114 | $113+1.1% | $6,832-98.3% | $133-13.9% |